1. Benefits

• Vendor staff picking up a dirty part's core will know what is ready.
• Site can track if:
• A core or warranty has been lost and can't be sent back.
• A core or warranty was sent back - but a credit was not received yet.

How it Works

• When an order is finalized with a 'return' dirty part's core:
• Automatically, a product warranty claim is generated.
• Tech staff add a dirty core tag with a barcode.
• Sales counter staff attach a pre-registered dirty core barcoded tracking tag to the work order
• For shop staff attachment to the removed part.
• Supply vendor pickup staff confirm all cores are accounted for - as they sign an invoice documenting pickup.

2. PartsTech Automation

• When using PartsTech, all the prompts can be skipped as the item and its info is added through PartsTech's order process.
  • In the example to the right, all the items were added right from PartsTech.
  • Click here to learn more about PartsTech

3. Manual Entry

• 1. There is an order with a part with a core.

• 2. Add generic core part id to the order.
  • Such as ~PE /XXXC
• 3. Select vendor from list of as set up in A/P option 1.

• 4. Select 'Y' to take description from alternator.
  • Or 'N' to enter one manually.

• 5. The Dirty Core be set automatically after the clean core.
  • Fill in the tracking ID for the dirty core.
  • This will match the printed Core//TRACK barcodes.
  • Enter the number without the leading 0's.
  • They will be added automatically.

• 6. Enter the vendor's invoice id and vendor's invoice date.
  • It's okay to not fill this in if it is not known.

• 7. The core process is now complete.
  • When the order is processed (an E19-E21 option) the dirty core will be added to another work order.

4. Automated Vendor Work
Order Core Tracking

• 1. On the new order the dirty core is there along with all of its comments and its tracking id.
  • The order will be made to the vendor's A/R account.
  • The PO shows what items the order contains.
    • PE - 01/23/24=>01/24/24 shows that there are cores with product type PE from the dates 01/23/24 - 01/24/24.
    • Open Vendor orders are created exclusive for each part 'product type.'
    • Such as PE for "parts electrical."
  • If an order already existed for this core's product type it would go on that order.
  • Otherwise, a new order is made.

• 2. To retrieve data on the dirty core orders scan the barcodes on the dirty cores after a =T= on the MSO screen.
• Or do a =P= to search on the PO.
• Example: =P=@PE to find dirty cores for type parts electric.

• 3. This will pull up the order with the tracking id on it.
  • Completing the process of not losing the dirty core.

5. Claims and Credits

• When vendor staff pickup cores:
  • a. Process open work order and have staff sign off on acceptance of cores as referenced.
  • b. Back office staff need to:
  • 1. Be aware of pending credit to be received.
  • 2. When credit is received:
  • a. Apply in A/R (O/E) opt #7.
  • b. Copy to A/P using A/R opt #49 to apply to outstanding vendor invoices due.

Appendix

Core//Trac Setup

1. Processing Supplier Return Stock

• Perform these steps as documented here.

2. O/E - Setup Trackable Cores

• 1. Determine what product types cores should be created for.
  • Such as PE for Parts Electric.
  • Use O/E opt #28 type 'DP' to see possible product types.
• 2. Contact JMK to run custom JMK program INVLOD to auto generate these parts.
• This step isn't needed if you are using parts from PartsTech.

3. Supplies

• Receive Core//TRACK labels from JMK.
  • These will go on the dirty cores and can be scanned to help find corresponding work order the core is on.